WTC

WhitTier Trust Company Portfolio holdings

AUM $4.69B
1-Year Est. Return 23.03%
This Quarter Est. Return
1 Year Est. Return
+23.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$876M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
944
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$893K
3
+$548K
4
SHW icon
Sherwin-Williams
SHW
+$481K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$464K

Top Sells

1
+$593K
2
+$482K
3
+$478K
4
CVX icon
Chevron
CVX
+$430K
5
OXY icon
Occidental Petroleum
OXY
+$416K

Sector Composition

1 Healthcare 12.94%
2 Technology 10.29%
3 Financials 9.9%
4 Industrials 7.83%
5 Consumer Staples 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$27K ﹤0.01%
1,500
627
$27K ﹤0.01%
2,000
628
$27K ﹤0.01%
575
629
$27K ﹤0.01%
462
630
$27K ﹤0.01%
1,602
631
$26K ﹤0.01%
304
+204
632
$26K ﹤0.01%
355
633
$26K ﹤0.01%
1,000
634
$26K ﹤0.01%
2,000
635
$26K ﹤0.01%
1,200
636
$26K ﹤0.01%
500
637
$26K ﹤0.01%
268
638
$25K ﹤0.01%
450
639
$25K ﹤0.01%
1,640
-480
640
$25K ﹤0.01%
1,546
641
$25K ﹤0.01%
109
642
$25K ﹤0.01%
2,015
643
$25K ﹤0.01%
500
644
$25K ﹤0.01%
342
645
$25K ﹤0.01%
973
646
$25K ﹤0.01%
997
647
$25K ﹤0.01%
+139
648
$24K ﹤0.01%
1,152
+900
649
$24K ﹤0.01%
242
650
$24K ﹤0.01%
1,400
24 25
26
27 28